Ategenos Portfolios
Our dynamic fund strategist portfolios have each been carefully crafted to help navigate the investment frontier. Discover the ideal Ategenos portfolio to align with your client’s investment objectives.
“At Ategenos, we bring together extensive experience in portfolio design, asset allocation, and strategy selection that seeks to deliver comprehensive investment solutions across the risk-return spectrum that are accessible to the financial advisors and clients we serve.”
Amy Magnotta, CFA
Co-CIO
Portfolios may be designed to incorporate tax considerations
Fixed Income
Equity
Our Investment Process
There is no guarantee the stated results will occur.
